Hey, Snapshare is soaring. Uh, the stock now is up about 15% in after hours trading as the company revenue beat expectations 1.51% billion versus the 1.49% billion estimated with 1 million more daily active users than anticipated. The company's earnings per share loss of 6 cents isn't comparable to expectations, but adjusted IBIDA of 182 million did top estimates of 125 million.Snap announcing a $500 million stock repurchase program and also guiding to fourth quarter revenue in a range with a midpoint just ...

Group 1 - Snap's stock increased by approximately 15% in after-hours trading following a revenue report of $1.51 billion, surpassing the estimated $1.49 billion, along with 1 million more daily active users than expected [1] - The company reported an earnings per share loss of 6 cents, which did not meet expectations, but adjusted EBITDA of $182 million exceeded estimates of $125 million [1] - Snap announced a $500 million stock repurchase program and provided guidance for fourth-quarter revenue that is slightly above analyst expectations, along with an EBITDA range that is well ahead of consensus estimates [2] Group 2 - Snap is entering a partnership with Perplexity to integrate its AI chatbot into Snapchat, with Perplexity paying Snap $400 million over the course of the year [2][3] - Despite the positive outlook, Snap warned of a potential decline in daily active users in the fourth quarter, although investments in AI and machine learning are reportedly yielding measurable benefits for advertisers [3]

Core Insights - Sales growth was primarily driven by improved advertising demand, particularly from small- and medium-sized businesses [1] Group 1 - The social media platform behind Snapchat reported an increase in sales due to enhanced advertising demand [1]

Snap announced a $400 million partnership with Perplexity AI to distribute the firm’s AI search engine to Snapchat users globally, according to a statement Wednesday https://t.co/xynrX2vLXK ...

Core Insights - Snap Inc. reported third-quarter earnings that exceeded analysts' expectations, leading to a more than 20% increase in share price, alongside a $500 million stock repurchase program [1] - The company announced a partnership with Perplexity AI, which will integrate conversational search into Snapchat, with expected revenue contribution starting in 2026 [2][3] Financial Performance - For Q3, Snap's sales grew by 10% year-over-year, reaching $1.51 billion, compared to the expected $1.49 billion [3][8] - The net loss for Q3 was $104 million, an improvement from a net loss of $153 million in the same quarter last year [3] - Adjusted EBITDA for Q3 was $182 million, surpassing the projected $125 million [3] - For Q4, Snap anticipates sales between $1.68 billion and $1.71 billion, with a midpoint of $1.695 billion, slightly above Wall Street's expectation of $1.69 billion [2][4] User Metrics and Engagement - Snap reported 477 million global daily active users, slightly above the expected 476 million [8] - The global average revenue per user (ARPU) was $3.16, exceeding the expected $3.13 [8] - The company warned that new regulations, particularly regarding age verification, could negatively impact user engagement metrics [4][5][6] Regulatory Environment - New laws in Australia and the U.S. are set to impose penalties on social media companies for failing to prevent underage users from accessing their platforms [5][6] - Snap is preparing for upcoming platform-level age verification measures from Apple and Google, which may further affect user metrics [6][7] Market Context - The earnings report comes amid a broader trend where major tech companies like Meta, Alphabet, and Amazon have reported strong digital advertising sales [10] - Snap's challenges with user engagement metrics are contrasted with the robust performance of other tech firms in the digital advertising space [9][10]

Snap beat third-quarter revenue estimates on Wednesday and said it has partnered with Perplexity AI to integrate its artificial intelligence-powered search engine into Snapchat. ...

By Jaspreet Singh (Reuters) -Snap (SNAP) stock rose 15% before the bell on Thursday after beating third-quarter revenue estimates on Wednesday and said it has partnered with Perplexity AI (PEAI.PVT) to integrate its artificial intelligence-powered ​search engine into Snapchat, sending the social media firm's shares up 16%‌ after the bell. AI startup Perplexity will pay Snap $400 million over one year in cash and equity, with revenue ‌contributions expected from 2026. The integration will offer verifiable ...

Exhibit 99.1 Snap Inc. Announces Third Quarter 2025 Financial Results Third quarter revenue increased 10% year-over-year to $1,507 million Daily Active Users increased 8% year-over-year to 477 million Monthly Active Users increased 7% year-over-year to 943 million Operating cash flow was $146 million and Free Cash Flow was $93 million SANTA MONICA, Calif. – November 5, 2025 – Snap Inc. (NYSE: SNAP) today announced financial results for the quarter ended September 30, 2025. "Our focus on performance, creativ ...

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Market Overview - The S&P 500 is experiencing a rotation with over 50% of its stocks in the green, although some mega-cap stocks like Apple and Nvidia are seeing slight declines [2][3] - There is an inverse relationship observed where market breadth expansion leads to S&P 500 declines, while concentration in stocks results in upward movement [4] Earnings Insights - A mixed reaction was noted from the earnings reports of major tech companies, particularly regarding capital expenditure (capex) guidance [6][7] - Meta's vague capex guidance negatively impacted its stock, while Amazon reported significant growth in AWS revenue and increased capex, positively affecting its stock [7][8] - Apple's recent quarter missed expectations due to supply chain issues in China, leading to initial gains followed by a sell-off [8][9] - Over 60% of the S&P 500 has reported earnings, with over 80% beating expectations [10] Walmart and SNAP Benefits - Walmart could be significantly impacted by the potential suspension of SNAP benefits due to a government shutdown, with estimates suggesting a $500 million weekly impact [10][12] - The company typically receives about 25% of SNAP benefits, which could lead to a $2.5 billion to $3 billion impact on current quarter topline growth if the situation persists [11][13][14] Macro and Geopolitical Factors - The recent FOMC decision resulted in a 25 basis point cut, with ongoing discussions about trade agreements, particularly with China [16][17] - Agricultural products like soybeans are holding up, but corn and wheat are declining, indicating potential volatility in those markets [18] - Crude oil prices may be affected by potential strikes on Venezuelan military assets, with recent imports from Venezuela showing a significant drop [19][20]